BehaviorQuant (BQ)

This article explores how BehaviorQuant’s BQ Advisory software enhances financial advice by incorporating behavioral insights. It enables advisers to better understand clients’ decision-making, risk preferences, and personal styles, resulting in more tailored, ethical, and effective advisory relationships.

This article announces the strategic partnership between BehaviorQuant and Quantlake, highlighting how their integration brings personalized ETF portfolios based on individual behavioral risk profiles. The collaboration marks a shift toward data-driven, psychologically aligned investment decisions for individual investors.

At Finovate Europe 2023, we caught up with Thomas Oberlechner the Founder & CEO of BehaviorQuant. BehaviorQuant aims to provide its customers with detailed predictive knowledge of financial decision-makers behaviour. Allowing clients to profile asset managers, investors and wealth clients to anticipate their future decisions and outcomes.

“Behaviour disrupts the investment industry with completely novel data about people. I used to be a professor for many years and in my research at Harvard and MIT, I had a chance to work with many of the leading financial institutions at Wall Street. From Meryll Lynch to Goldman Sachs, and I realised that all these institutions have one core problem. That is systematic and measurable data about the people making investment decisions is missing.”

“It’s true both about professionals and about clients, and it leads to costly consequences, and this is where BehaviorQuant comes in. We provide these people with novel data about the teams behind investment decisions.”

Interview with Dr. Thomas Oberlechner in Horizons, Issue 08, Sept. 2022